Seamus Mitchell

Seamus Mitchell is a Director of Retirement Plan Services and holds a Series 7 Securities license with LPL Financial.  He is also an Accredited Investment Fiduciary (AIF®).   Seamus has become a partner of the firm effective July, 2016. Seamus oversees all of our Retirement Plan Services.  He meets with clients for training, education and plan reviews and assists plan sponsors with annual data collection for Non Discrimination testing and 5500 filings.  He also serves on our Investment Committee and responds to clients' questions for IRA, Rollover, 401(k) and Investment education.   

Phone 631 755-1100 x200
Fax 631 755-1101